The CastleKeep Team
Stephen (Steve) B. K. Haberstroh, Partner
Steve is a partner of CastleKeep. In his day-to-day role, he works closely with clients and their families to develop and implement strategies to help achieve their objectives. Steve is also responsible for new business, client relationships and serves on CastleKeep’s Investment and Portfolio Review Committees. He holds the Uniform Combined State Law Examination (Series 66) and is studying for the Certified Financial Planner (CFP) designation.
After leveraging his experience as an intern at CastleKeep while in college, Steve formally began his career in the financial services industry in 2004 as a Personal Financial Advisor with Ameriprise Financial Services, Inc. in Boston. At Ameriprise, Steve finished in the top 1% of First Year Advisors with the company. While continuing to serve his clients, Steve was asked to enter Ameriprise’s Leadership Training Program as an “Advisor Coach,” eventually ranking within the top 10 Advisor Coaches in the company.
After four years of building a financial planning practice and helping train advisors to reach their career goals, Steve decided to leave Ameriprise to join his family’s business, CastleKeep Investment Advisors LLC starting as Vice President, eventually being promoted to Managing Director and ultimately becoming Partner in 2017.
Steve is fluent in Brazilian Portuguese and graduated from Wake Forest University in 2004 on the Dean’s List with a B.A. in Economics and a minor in Spanish Studies.
Steve and his wife Erin currently reside in New Canaan, Connecticut with their golden retriever, Moose. They are members of the Nantucket Yacht Club and the Country Club of New Canaan where Steve serves as Chairperson of Membership Committee and a member of the Board of Governors. He also serves on the Parks and Recreation Commission for the town of New Canaan. When not in the office, Steve can be found on the golf course or out on the water fishing, frequently enjoying both activities with clients.